Real revenue tracking starts here
Executive Membership includes the orthodontic Overhead Expense Tracker™ and Practice Projections™ dashboards for accurate revenue forecasting, expense monitoring, and budgeting.
Identify areas where costs can be reduced
Implement collaborative expense tracking that provides accurate, up-to-the-minute reports. Interactive charts and comparison tools let you quickly see your data trends.
Instantly view reports for expense types, including staff, clinic, equipment, marketing, administrative, and compensation.
Improve profitability now and forecast future costs with Overhead Expense TrackerTM
User-friendly visualizations
The Overhead Expense Tracker integrates with Quickbooks™ and Xero™ to display practice data in user-friendly charts, and automatically updates nightly, giving you the best view of your finances.
By understanding where your money is going, your orthodontists and practice managers can make more informed decisions about how to allocate resources. For example, you may decide to invest in new equipment or hire additional staff to improve patient care or increase efficiency.
Collaborative data charts
Control orthodontic practice expenses with team members. Set role permissions to customize each member's dashboard.
Track overhead costs with your practice manager to see where spending can be reduced without sacrificing the quality of care. Use the dashboard to see how much you can save, then reinvest in your practice.
Overhead Summary
This report includes a detailed list of expenses by category with a customizable date range. The clean display shows color-coded arrow indicators that let you measure your current performance over previous periods.
Overhead Budget
Manage expenses and monitor progress simultaneously with Overhead Budget. Compare yearly or monthly budgets, view spending versus budget with progress bars, quickly identify spending trends, and get expense alerts.
Overhead Reports
Interactive charts and comparison tools let you quickly see your data trends. You can instantly view reports for expense types, including staff, clinic, equipment, marketing, administrative, and compensation.
Get interactive insights into your financial performance with Practice ProjectionsTM
Forecast your finances
Practice Projections™ lets you forecast finances at any point in the year. You don't need to wait for yearly projections to determine your next steps. Start planning your goals (for clinical days, net production, or starts) and choose the best strategy for hitting those benchmarks.
Project any performance outcome
Enter an increase (like "add 5% to Net Production"), and the system calculates how many Starts, Exams, and New Patients you would need to reach your goal based on your practice's performance from last year.
Modify various metrics to project different outcomes. Start by increasing the number of Starts for next year, thus increasing Net Production, Net Collection, New Patients Added, and Total Exams.
Goals
Instantly visualize benchmarks like Total Exams and New Patients Added based on last year's Case Acceptance and New Patient to Exam percentages. Also, see breakdowns for metrics like Net Production, Net Collection, New Patients Added, and Total Exams effect on your Starts.
Adjustable Details
Click on any goal name to expand and show monthly details. Every field in this view can be edited individually or collectively using the slider or by entering a percentage. For example, if you took off two weeks last April but aren't planning to this year, you can adjust your goal for April.
Locks
Locking different goals allows you to explore different scenarios. For example, lock Net Production at 5%, then increase your case acceptance goal, decreasing the number of new patients and exams needed.